3. Value Creation

The Value Track: Startup – Strategy for Early Stage – A Client Case Study: SculptHouse

3. Value Creation, 7. Success! Stories / By

The Value Track – Startup Katherine Mason founded SculptHouse fitness studio and activewear boutique, combining her passion for the combination of fitness and fashion. She worked in New York City at two luxury fitness studios and was signed with Wilhelmina Models Fitness Division before starting SculptHouse. “I knew that going from everything and all staff […]

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The Value Track: Exit – Succession Planning / Generation to Generation – A Client Case Study: CDA, Inc.

2. Exit Strategy and Succession Planning, 3. Value Creation, 5. Family Business, 7. Success! Stories / By

Positioning and Growth for Transition CDA, Inc. is a successful health insurance agency with four decades of focus on the health and well-being of their clients. “As we continue to build business value, I am also preparing my fun, travel and family time.” The Challenge – Planning the Transition Erica was not “running out the

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Breadth of Business Exit Planning / Succession Planning Options – Real Client Examples

2. Exit Strategy and Succession Planning, 3. Value Creation, 7. Success! Stories / By

In my blog post on Exit Planning and Succession Planning Options, I discussed the many ways to exit your business. When we think of exit planning, we tend to think of simply selling the business one day and receiving a check for the full amount. The reality is quite different. There are so many possibilities,

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How to Ensure That Your Business Will NOT Grow

2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation, 6. Business Risk / By

“Procrastinate now, don’t put it off” ~ Ellen DeGeneres Ah, procrastination! I have put off writing this blog for too long. But why? “Never put off till tomorrow what may be done the day after tomorrow just as well.” ~ Mark Twain   Consequences In business, decisions don’t get made and actions are not taken.

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Ugh! No! Written Procedures? The Most Dreaded Driver of Business Value that You Need to Address

2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation, 7. Success! Stories / By

Written Procedures – Don’t leave money on the table in your exit planning and succession planning! If I recommend to a client that they document all of their procedures, I usually get a verbal, or nonverbal “Ugh!”, and get walked to the door. If I say I have a recommendation that will help them: Grow

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Exit / Succession Planning – Many Options for Business Exit Structure

1. Selling My Business, 2. Exit Strategy and Succession Planning, 3. Value Creation / By

How Can I Leave Thee – Let Me Count the Ways It is not simply a matter of handing over the business and getting a check for the full amount on your way to the islands for the rest of your life. Despite what you hear, it rarely happens that way. It may be a

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Exit / Succession Planning – TRANSFERABLE Value Drivers

2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation / By

Understanding TRANSFERABLE Value and Value Drivers First, let’s discuss Transferable Value I usually put it this way: “What would happen if you left your business for three months, headed down to an island with absolutely no way to communicate?” If you get back and the business is humming along well, even thriving, you may well

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Exit Planning / Succession Planning – Knowing Your Business Value

2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation / By

Knowing Your Business Value Why is it important to know what your business is worth? Well, the obvious answer is so that you know how much to ask for it when you are ready to sell. But what about today? Do you know what it is worth right now? When I ask business owners about

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Customer Experience – Customer Journey. Driver of Business Value

2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation / By

Customer Experience – Customer Journey. One More in Our Series on Key Drivers of Business Value: The Customer Experience Customer service, delight the customer, customer relationship, customer satisfaction, customer cultivation, customer experience, customer engagement, customer journey. to-MAY-to, to-MAH-to. Like with anything, language evolves.   But the basics remain: Your customers and potential customers experience you,

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Business Process Improvement Grew Revenue by 70% – a Client Case Study

3. Value Creation, 7. Success! Stories / By

Business process improvement efforts grew revenue by 70%. This focus on people, process and communication not only increased revenue but it reduced expenses, improved profitability and brought in significant government contracts. A business process focus improved internal operations and greatly enhanced the customer experience, driving customer loyalty and customer retention. Client: Small distribution business that

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